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Brookfield Renewable is poised to benefit from multiple long-term tailwinds. Enterprise Products Partners offers stability and a juicy distribution.

Artificial intelligence is really just a high-powered computer program. AI uses a huge amount of electricity.

Bloom Energy builds fuel cells used to provide power when the grid isn't an option. Brookfield Renewable owns a 50% stake in Westinghouse, one of the world's largest nuclear power companies.

The inflation dragon seems to be returning. This time the timing might coincide with a system-wide selloff (e.g., private credit risks, richly priced AI names, etc.). The question is where to park capital to protect portfolio cash flows from value erosion and potentially significant leg-down.

Brookfield Renewable expects to grow its funds from operations per share by more than 10% each year. Clearway Energy sees annual cash flow per share growth of 7% to 8% through at least 2030.

TotalEnergies is an integrated energy giant that's using carbon profits to build a clean energy business. NextEra Energy mixes a regulated electric utility with a fast-growing solar and wind power business.

Goldman Sachs suggests that as much as $700 billion may be spent in 2026 to build out AI infrastructure. The financial giant notes that certain bottlenecks could constrain that investment.